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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: PAinvestor who wrote (42438)	1/21/1999 11:25:00 PM
From: Fabeyes	Read Replies (1) \| Respond to of 53903

Did you see the latest from ASLM? They stated Samsung and Hyundai are buying a lot of the new /5000 DUV steppers while Micron is "slowly" upgrading (in Italy). Wonder about the rumor that the Korean's had no money for upgrades. Nice to see that Samsung is now shipping 1 million parts per month and that Hyundai's cycle time, in Korea is <45 days. Looks like by June of 99 Hyundai will increase shipments by 100% with their new generation of die; fully loaded fabs in Korean (both 6& 7) and it will be in Eugene by March 1.Competion is getting fierce.

To: PAinvestor who wrote (42438)	1/24/1999 6:51:00 PM
From: steve kelly	Read Replies (1) \| Respond to of 53903

The move to high NA steppers will not hurt yield, for several reasons 1. with CMP and the wide spread use of different ARC technologies the better resolution of the higher NA steppers more than offsets the loss in DOF 2. the newer steppers that have the higher NA's are adjustable in NA from .54 to .63 so if a higher DOF is needed the photo recipe will use a lower NA Not sure about LG, but my sources tell me that Hyundai is using Nikon I12's and Canon I4's in Korea, both platforms have a NA of .63, and for DUV they are using ASML /500's which is the same platform that MU is using for DUV. Also in regards to PSM I know that Samsung and Hyundai have been using this technology for at least the last 18 months. As far as yields, my sources tell me that Samsung is yielding about 90% in there Korean fabs with there .22um process and 94% in Austin, I have also heard that Hyundai is fully ramped up in Korea with there .22um process flow and yielding 84%. If MU is only yielding 60-70% at wafer sort then they will hard time maintaining there status as “ the low cost producer”. Just my 2 cents worth.